Step 2: Add Close.io as a Stitch data source

Enter a name for the integration. This is the name that will display on the Stitch Dashboard for the integration; it’ll also be used to create the schema in your destination.

For example, the name “Stitch Close.io” would create a schema called stitch_closeio in the destination. Note: Schema names cannot be changed after you save the integration.

In the API Key field, paste your Close.io API Key.

Step 3: Define the historical sync

The Sync Historical Data setting will define the starting date for your Close.io integration.
This means that data equal to or newer than this date will be replicated to your data warehouse.

Change this setting if you want to replicate data beyond Close.io’s default setting of 1 year. For a detailed look at historical replication jobs, check out the Syncing Historical SaaS Data guide.

Step 4: Create a replication schedule

Replication schedules affect the time Extraction begins, not the time to data loaded. Refer to the Replication Scheduling documentation for more information.

In the Replication Frequency section, you’ll create the integration’s replication schedule. An integration’s replication schedule determines how often Stitch runs a replication job, and the time that job begins.

Stitch offers two methods of creating a replication schedule:

Replication Frequency: This method requires selecting the interval you want replication to run for the integration. Start times of replication jobs are based on the start time and duration of the previous job. Refer to the Replication Frequency documentation for more information and examples.

Anchor scheduling: Based on the Replication Frequency, or interval, you select, this method “anchors” the start times of this integration’s replication jobs to a time you select to create a predictable schedule. Anchor scheduling is a combination of the Anchor Time and Replication Frequency settings, which must both be defined to use this method. Additionally, note that:

A Replication Frequency of at least one hour is required to use anchor scheduling.

An initial replication job may not begin immediately after saving the integration, depending on the selected Replication Frequency and Anchor Time. Refer to the Anchor Scheduling documentation for more information.

Initial and historical replication jobs

After you finish setting up Close.io, its Sync Status may show as Pending on either the Stitch Dashboard or in the Integration Details page.

For a new integration, a Pending status indicates that Stitch is in the process of scheduling the initial replication job for the integration. This may take some time to complete.

Initial replication jobs with Anchor Scheduling

If using Anchor Scheduling, an initial replication job may not kick off immediately. This depends on the selected Replication Frequency and Anchor Time. Refer to the Anchor Scheduling documentation for more information.

Free historical data loads

The first seven days of replication, beginning when data is first replicated, are free. Rows replicated from the new integration during this time won’t count towards your quota. Stitch offers this as a way of testing new integrations, measuring usage, and ensuring historical data volumes don’t quickly consume your quota.

Replication will continue after the seven days are over. If you’re no longer interested in this source, be sure to pause or delete the integration to prevent unwanted usage.

Close.io Replication

Replicating activity data

Every time Stitch runs a replication job for Close.io, the last 24 hours’ worth of data will be replicated for the activities table.

As Close.io doesn’t currently provide a way to query for activities based on modification time, Stitch replicates data in this way to ensure updated activities are captured. A list of available querying methods can be found in Close.io’s documentation.

Setting the Replication Frequency to a higher frequency - like 30 minutes - can result in re-replicating recent data and contribute to high row counts. Selecting a lower frequency can help prevent overages.

Refer to the documentation for each of these tables in the next section for more info.

Attribution window examples

In the tabs below are examples of attribution windows behave during historical (initial) and ongoing replication jobs.

Historical event log data limitations

Most actions in Close.io that change an object are logged in the event log. For example, creating a lead, sending an email, or deleting a note will create an event log entry. The event log API allows you to access these events, up to 30 days back in history.

This means that despite what the integration’s Start Date is set to, Stitch will only be able to retrieve 30 days of historical data from the connection date for the event_log table.

Additionally, note that if you ever reset the integration, this will also apply to the date the integration is reset.

Close.io table schemas

Schemas and versioning

Schemas and naming conventions can change from version to version, so we recommend verifying your integration’s version before continuing.

The schema and info displayed below is for version 1.0 of this integration.

This is the latest version of the Close.io integraiton.

Table and column names in your destination

Depending on your destination, table and column names may not appear as they are outlined below.

For example: Object names are lowercased in Redshift (CusTomERs > customers), while case is maintained in PostgreSQL destinations (CusTomERs > CusTomERs). Refer to the Loading Guide for your destination for more info.

activities

The activities table contains info about various activities in your Close.io account.

An activity belongs to a lead and can represent any type of activity that was performed on a lead or its contact. This includes calls, emails, notes, and so on.

Attribution window

When Stitch replicates data for this table, it will use an attribution window of 24 hours to fetch updated activities.

This means that every time a replication job runs, the last 24 hours’ worth of data will be replicated for this table. This is because Close.io doesn’t provide a way to query for activites based on a modification time, only when activities are created. A list of available querying methods can be found in Close.io’s documentation.

Refer to the Replication section for more info and examples of how the attribution window is used to query for data.